“Planning could be the difference between success and failure. How confident are you about your current wealth management plan?”
Before establishing Nevada Family Wealth, an independent practice aligned with Raymond James in 2012, Jim was a financial advisor at Edward Jones for 12 years. He is a Certified Financial Planner™ professional who earned his CFP® certification in 2007. Jim has also earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.
Jim earned the Certified Wealth Strategist® designation from Cannon Financial Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute in 2023.
Prior to pursuing a career as a financial advisor, Jim taught high school English and served as an assistant football coach at Silverado High School in Las Vegas. This experience taught him that listening is as important as the ability to teach. Jim graduated from the University of Nevada, Reno with a Bachelor of Arts degree in education in 1998.
Jim wakes up each morning with the goal of making a positive difference in his client’s lives. He is steadfast in his belief that Big. Picture. Wealth. Planning. makes a difference. Growing up, his family was very blessed to have an outstanding insurance agent who insisted that his parents carry an umbrella liability insurance policy even though they really didn’t see the immediate need. They accepted his recommendation based on trust built over years of doing business together.
On July 4, 1993, Jim’s parents were involved in a horrific car crash while on vacation in California. The accident resulted in significant damages, both personally and financially. The umbrella liability policy protected his parents from personal bankruptcy. It also ensured that Jim’s college plans would not be altered. Jim strives to build trusted client relationships just like his parent’s insurance agent. He believes by doing this he will be able to continue to pay it forward with his clients every day.
As an Eagle Scout, Jim understands the value of serving his community. He is a past president and current member of the Estate Planning Council of Northern Nevada. Jim is also as an emeritus member and former president of the Planned Giving Advisory Council for the University of Nevada, Reno.
Jim is also proud to give back to his industry as well. Jim serves on the Private Wealth Advisory Council and the Longevity Advisory Board for Raymond James. These councils provide important feedback to Raymond James regarding national firm initiatives.
Jim and his wife, Erin, enjoy traveling and sharing unique experiences with their two children, Avery & Carter.
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Disclaimer: Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.